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RAMHX vs WFATX
RAMHX vs WFATX Comparison
Open Charts RAMHX vs WFATX
American Funds American Balanced R2E
Price$37.23
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Allspring Index Asset Allocation Instl
Price$40.70
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets1.27B
RAMHX vs WFATX Comparison Chart in %
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RAMHX vs. WFATX commentary
Aug 17, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RAMHX is a Buy and WFATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 256B vs. WFATX (1.27B). RAMHX pays higher dividends than WFATX: RAMHX (1.42) vs WFATX (1.21). RAMHX was incepted earlier than WFATX: RAMHX (11 years) vs WFATX (9 years). RAMHX (1.04) is less costly to investors than WFATX (0.79). RAMHX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). RAMHX has a lower initial minimum investment than WFATX: RAMHX (250) vs WFATX (1000000). RAMHX annual gain was more profitable for investors over the last year : 7.48 vs. WFATX (-1.41). RAMHX return over 5 years is better than : 35.43 vs. WFATX (8.80).
| RAMHX | WFATX | RAMHX / WFATX | |
| Total Expense Ratio | 1.04 | 0.75 | 139% |
| Annual Report Gross Expense Ratio | 1.04 | 0.79 | 132% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 9.447 | 6.419 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.27B | 20,189% |
| Annual Yield % from dividends | 1.42 | 1.21 | 117% |
| Returns for 1 year | 7.48 | -1.41 | -531% |
| Returns for 3 years | 28.00 | 5.71 | 491% |
| Returns for 5 years | 35.43 | 8.80 | 403% |
| Returns for 10 years | 61.39 | N/A | - |
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